Sound View Wealth Advisors Group’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
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|
2025
Q1 | $603K | Sell |
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|
2024
Q4 | $854K | Sell |
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|
2024
Q3 | $847K | Buy |
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|
2024
Q2 | $740K | Sell |
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|
2024
Q1 | $771K | Sell |
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|
2023
Q4 | $794K | Buy |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $606K | Buy |
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|
2023
Q1 | $557K | Sell |
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|
2022
Q4 | $794K | Buy |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $659K | Buy |
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|
2021
Q3 | $535K | Sell |
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|
2021
Q2 | $541K | Sell |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $367K | Sell |
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|
2020
Q3 | $433K | Buy |
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|
2020
Q2 | $458K | Sell |
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|
2020
Q1 | $408K | Buy |
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|
2019
Q4 | $983K | Buy |
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|
2019
Q3 | $880K | Buy |
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|
2019
Q2 | $570K | Buy |
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